“Grow with a global, innovative financial institution that's transforming the client experience.”

Innovative. Inclusive. Progressive.

Partfield recognizes that being future forward means implementing new technologies and new ideas. That's why we seek agile and dynamic team members with different backgrounds to unite around a common goal: client satisfaction.

Make Your Mark

We understand that unique qualifications and diverse experiences can lead to inventive ideas and cutting-edge approaches. At Partfield, you have the chance to innovate, break through, and make a difference.

A Welcoming Culture for All

Diversity requires more than good intentions. It’s about putting thought into action. At Partfield, we know that a diversity of experiences lead to greater teamwork and inventive solutions to modern-day problems. At Partfield, we let you be you.

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Who We Are Defines How We Move Ahead

In today's complex financial world, we must explore each challenge by approaching it from multiple perspectives. Diversity and inclusion are our differentiating strengths that ensure we continue to look forward.

The Greatest Value Comes From the Freedom to be Yourself

At Partfield, we strive to be the best. And being the best comes from our differences—our unique perspectives, experiences, and expertise.

Nurturing Diverse Talent

Our enduring ambition is to build the best global team—one that is inclusive of differing perspectives, backgrounds, and experiences, and represents the increasingly varied markets and clients we serve.

Creating an Inclusive Culture

What we do defines who we are. That's why we deliver programs that support well-being and offer a range of family-friendly, inclusive employment policies and employee forums to support the engagement, development, and advancement of our people.

Setting a Market Standard

We stand by our actions. We set goals with specific targets that prioritize diversity and inclusion throughout the talent life cycle, from recruitment and development to retention and advancement. And we speak out on the important issues that affect our employees, and society at large.

Employee Resource Groups

Employee Resource Groups (ERGs) are integral to our winning culture and global success. These valuable networks create the conditions for our people to succeed and deliver more—for clients, investors, stakeholders, and each other.

SHADW improves collaboration across generations and regions to leverage thought diversity to solve business problems. The primary aim of SHADW is to drive high-impact ideas by promoting educational, social, charitable, networking, and collaboration opportunities for professionals across the firm—especially those who are interested in being new or developing leaders, managers, and senior executives. Their programs include reverse mentoring and a Shadow Executive Committee program.

HEART elevates awareness of disabilities and promotes a safe, respectful, and welcoming environment where all employees feel included, valued, and able to contribute their diverse abilities. Providing practical support, this group has spearheaded closed-captioning capability for deaf and hard-of-hearing colleagues and sponsors relevant events, such as an annual Disability Mentoring Day.

IMPACT provides a resource for the recruitment, retention, professional development, and advancement of multicultural employees. Its Leadership Forums (Black, Latinx, and Asian) serve as an incubator for leaders and sponsors, and event programs like Courageous Conversations educate employees and create space for a candid conversation.

PRISM promotes LGBT+ inclusion for the benefit of all colleagues and the company through workplace activities and external engagement. In 2019, PRISM collaborated on the company's Transgender Guidelines: Gender Transition, Identity, and Expression, a global suite of resources for managers and employees in support of transgender and broader LGBT+ inclusion in the United States, Asia-Pacific, Europe, the Middle East, and Africa.

VETNET serves as a resource, advocate, and network for Partfield’s veterans, military spouses, family members, and their colleagues. VETNET members are active in every phase of the ERG's mission and the company's support for veterans, including recruitment, sponsorship, mentorship, and career development of veteran employees, internal recognition of the value of military service, and external support for veterans.

WIN supports the advancement of women at Partfield by offering a deep roster of professional development opportunities, including leadership roles, mentoring and sponsorship, skills training, and networking with peers, clients, and the company’s executive leadership. WIN's Male Allies program helps to break down the perception that gender equality is a woman's issue.

Because you want to grow more than your portfolio

When you want answers you start online. The world of apps and bots, data and algorithms. But for all the stats and fast facts, you won't find the answers to life's big questions.That comes when you connect with real people.

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One Common Goal

When you invest your career at Partfield, you become part of one of the fastest growing independent wealth management companies in the world. We are led by a team of dynamic leaders and made up of a diverse group of people all driven towards one common goal: To help you build a better career.

A Purpose-led Culture | Our Values and Behaviors.

We live our values through a distinctive set of behaviors to achieve our shared purpose: To power individuals and institutions to succeed across the financial world. Our Diversity, Equity & Inclusion strategy is guided by our purpose, values, and behaviors – our North Star – and supports our collective efforts to create a culture where we all feel we belong and can succeed because of our differences.

Passion for Excellence We get it done. We strive to be extraordinary.

Strength in Diversity We seek out and include who is missing. We invest in each other’s success. Integrity We do what is right, always. We challenge each other even when it’s uncomfortable.

“Courage to Lead We take the risks necessary to lead. We grow and move on from failures.”

Advance Professionally. Succeed Personally.

We provide clearly defined, transparent development pathways to help you grow both personally and professionally. Because helping you reach your goals is our goal.


TO OUR ASSOCIATES: current and future, our commitment is to provide an entrepreneurial environment that encourages unconfined, long-term thinking. We seek to reward hard-working team players that devote their energy and attention to client needs. At work, at home, and in their communities, we seek to be their Firm of Choice.

TO OUR CLIENTS: individual, institutional, corporate, and municipal, our commitment is to listen and consistently deliver _ _ innovative financial solutions. Putting the welfare of clients and community first, we strive to be the Advisor of Choice in the industry. Pursuit of excellence and a desire to exceed clients' expectations are the values that empower our Company to achieve this status.

TO OUR SHAREHOLDERS: small and large, our commitment is to create value and maximize your return on investment through all market cycles. By achieving the status of Firm of Choice for our professionals and Advisor of Choice for our clients, we are able to deliver value to our shareholders as their Investment of Choice.

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Our Commitment in action


Female Employees


Female New Hires in 2020


Female Senior Leader


Female Senior Leader New Hires in 2020


Female Board of Directors


Ethinic Minority Employees (US)


Ethinic Minority New Hires in 2020 (US)